First Business Financial Services, Inc. (FBIZ) Stock Total Returns
Growth of $10,000 chart
2021-04-14 to 2026-04-14 to
$
%
%
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Investment Performance
Final Value
$26,483
Total Return
164.83%
CAGR
21.51%
Dividends
$2,052.25
Yield on Cost
20.52%
Rolling Returns
1-Month (21 Trading Days)
| Average | +1.81% |
| Median | +1.03% |
| Best | +31.44% |
| Worst | -16.89% |
| % of Windows Positive | 54.9% |
1-Year (252 Trading Days)
| Average | +19.71% |
| Median | +19.92% |
| Best | +66.65% |
| Worst | -26.32% |
| % of Windows Positive | 81.4% |
3-Year (756 Trading Days)
| Average | +60.59% |
| Median | +60.65% |
| Best | +109.12% |
| Worst | +27.45% |
| % of Windows Positive | 100.0% |
Risk Metrics
| Maximum Drawdown | -35.48% |
| Average Drawdown | -9.23% |
| Drawdown Duration | 268 Trading Days |
| Sortino Ratio | 1.25 |
| Calmar Ratio | 0.61 |
| CVaR (5%) | -3.84% |
Yearly Returns
| Year | Percentage | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|
| 2026 partial | +8.12% (+31.57% ann.) | +$812.49 | $62.61 | $12.52 | $0.10 |
| 2025 | +19.52% | +$1952.49 | $252.34 | $50.47 | $0.40 |
| 2024 | +17.85% | +$1784.76 | $251.52 | $50.30 | $0.40 |
| 2023 | +12.25% | +$1224.57 | $251.68 | $50.34 | $0.40 |
| 2022 | +27.58% | +$2758.12 | $273.42 | $54.68 | $0.44 |
| 2021 | +61.92% | +$6191.69 | $394.57 | $78.91 | $0.63 |
| 2020 | -27.97% | $2796.55 | $253.24 | $50.65 | $0.41 |
| 2019 | +37.79% | +$3778.55 | $310.05 | $62.01 | $0.50 |
| 2018 | -10.10% | $1009.87 | $254.90 | $50.98 | $0.41 |
| 2017 | -5.05% | $504.78 | $220.66 | $44.13 | $0.36 |
| 2016 | -3.47% | $346.64 | $193.16 | $38.63 | $0.31 |
| 2015 | +6.02% | +$601.91 | $184.78 | $36.96 | $0.29 |
| 2014 | +29.30% | +$2930.04 | $224.57 | $44.92 | $0.35 |
| 2013 | +66.37% | +$6636.89 | $245.44 | $49.08 | $0.39 |
| 2012 | +40.51% | +$4050.58 | $170.36 | $34.08 | $0.28 |
| 2011 | +24.88% | +$2488.32 | $209.98 | $42.00 | $0.34 |
| 2010 | +42.58% | +$4258.02 | $293.62 | $58.73 | $0.49 |
| 2009 | -24.36% | $2436.07 | $217.12 | $43.42 | $0.37 |
| 2008 | -24.67% | $2466.93 | $160.80 | $32.18 | $0.28 |
| 2007 | -22.53% | $2253.19 | $114.31 | $22.86 | $0.17 |
| 2006 | -2.87% | $287.18 | $101.58 | $20.32 | $0.17 |
| 2005 partial | -5.01% (-30.79% ann.) | $500.93 | $24.00 | $4.80 | $0.04 |
Market Regimes
| Regime | Period | Percentage | Annual | Abs. Return | Dividends | Taxes | Trans. Costs |
|---|---|---|---|---|---|---|---|
| China-WTO / housing-credit / commodity boom partial | November 9, 2005 – October 9, 2007 | -26.98% | -15.15% | $2698.13 | $199.49 | $39.90 | $0.32 |
| GFC / deleveraging / dollar shortage | October 10, 2007 – March 9, 2009 | -33.10% | -24.77% | $3310.36 | $192.90 | $38.59 | $0.33 |
| Policy-led rebound / euro-sovereign-crisis overlay | March 10, 2009 – July 25, 2012 | +104.55% | +23.61% | +$10454.73 | $856.53 | $171.32 | $1.43 |
| Secular stagnation / QE / low inflation / duration bull | July 26, 2012 – February 19, 2020 | +155.27% | +13.18% | +$15527.20 | $3333.28 | $666.67 | $5.34 |
| Pandemic shock / liquidity crash | February 20, 2020 – March 23, 2020 | -48.41% | -99.95% | $4841.24 | $0.00 | $0.00 | $0.00 |
| Policy bazooka / monetary euphoria | March 24, 2020 – November 6, 2020 | +18.96% | +32.23% | +$1895.88 | $356.54 | $71.31 | $0.57 |
| Reopening reflation / fiscal boom / supply bottlenecks | November 9, 2020 – November 29, 2021 | +54.14% | +50.76% | +$5414.32 | $381.12 | $76.22 | $0.61 |
| Inflation shock / duration crash / aggressive tightening | November 30, 2021 – November 9, 2022 | +38.19% | +40.98% | +$3819.28 | $278.77 | $55.75 | $0.45 |
| Disinflation rebound / AI-led narrow bull / higher-for-longer | November 10, 2022 – September 17, 2024 | +18.00% | +9.34% | +$1799.74 | $429.92 | $85.98 | $0.69 |
| Disinflationary easing / resilient growth / AI capex under oil-shock test partial | September 18, 2024 – April 14, 2026 | +31.97% | +19.34% | +$3196.74 | $389.02 | $77.80 | $0.62 |
Dividend History
Annual Dividends Per Share
TTM Yield
—
Consecutive Years Paid
— current
Consecutive Years of Growth
— current
| Date | Per Share | Yield % |
|---|---|---|
| 2005-12-28 | $0.0300 | 0.25% |
| 2006-03-29 | $0.0300 | 0.26% |
| 2006-06-28 | $0.0300 | 0.25% |
| 2006-09-27 | $0.0300 | 0.26% |
| 2006-12-27 | $0.0300 | 0.27% |
| 2007-03-28 | $0.0325 | 0.30% |
| 2007-06-27 | $0.0325 | 0.33% |
| 2007-09-27 | $0.0325 | 0.34% |
| 2007-12-27 | $0.0325 | 0.36% |
| 2008-03-28 | $0.0350 | 0.40% |
| 2008-06-27 | $0.0350 | 0.39% |
| 2008-09-29 | $0.0350 | 0.44% |
| 2008-12-29 | $0.0350 | 0.49% |
| 2009-03-30 | $0.0350 | 0.63% |
| 2009-06-29 | $0.0350 | 0.64% |
| 2009-09-29 | $0.0350 | 0.72% |
| 2009-12-29 | $0.0350 | 0.73% |
| 2010-03-30 | $0.0350 | 0.71% |
| 2010-06-29 | $0.0350 | 0.72% |
| 2010-09-29 | $0.0350 | 0.78% |
| 2010-12-29 | $0.0350 | 0.52% |
| 2011-03-30 | $0.0350 | 0.59% |
| 2011-06-29 | $0.0350 | 0.52% |
| 2011-09-28 | $0.0350 | 0.46% |
| 2011-12-28 | $0.0350 | 0.42% |
| 2012-03-28 | $0.0350 | 0.37% |
| 2012-06-27 | $0.0350 | 0.31% |
| 2012-09-27 | $0.0350 | 0.29% |
| 2012-12-27 | $0.0350 | 0.30% |
| 2013-03-27 | $0.0700 | 0.51% |
| 2013-06-27 | $0.0700 | 0.48% |
| 2013-09-27 | $0.0700 | 0.43% |
| 2013-11-13 | $0.0700 | 0.40% |
| 2014-02-07 | $0.1050 | 0.52% |
| 2014-05-08 | $0.1050 | 0.47% |
| 2014-08-07 | $0.1050 | 0.48% |
| 2014-11-10 | $0.1050 | 0.45% |
| 2015-02-11 | $0.1100 | 0.49% |
| 2015-05-13 | $0.1100 | 0.50% |
| 2015-08-14 | $0.1100 | 0.51% |
| 2015-11-09 | $0.1100 | 0.43% |
| 2016-02-10 | $0.1200 | 0.56% |
| 2016-05-11 | $0.1200 | 0.49% |
| 2016-08-09 | $0.1200 | 0.52% |
| 2016-11-08 | $0.1200 | 0.64% |
| 2017-02-08 | $0.1300 | 0.53% |
| 2017-05-09 | $0.1300 | 0.53% |
| 2017-08-03 | $0.1300 | 0.61% |
| 2017-11-03 | $0.1300 | 0.58% |
| 2018-02-02 | $0.1400 | 0.58% |
| 2018-05-04 | $0.1400 | 0.54% |
| 2018-08-03 | $0.1400 | 0.58% |
| 2018-11-02 | $0.1400 | 0.68% |
| 2019-02-01 | $0.1500 | 0.73% |
| 2019-05-03 | $0.1500 | 0.65% |
| 2019-08-02 | $0.1500 | 0.64% |
| 2019-11-01 | $0.1500 | 0.62% |
| 2020-01-31 | $0.1650 | 0.63% |
| 2020-05-01 | $0.1650 | 0.96% |
| 2020-07-31 | $0.1650 | 1.12% |
| 2020-10-30 | $0.1650 | 0.97% |
| 2021-02-05 | $0.1800 | 0.83% |
| 2021-05-07 | $0.1800 | 0.66% |
| 2021-08-06 | $0.1800 | 0.65% |
| 2021-11-05 | $0.1800 | 0.59% |
| 2022-02-04 | $0.1980 | 0.58% |
| 2022-05-06 | $0.1980 | 0.56% |
| 2022-08-05 | $0.1980 | 0.60% |
| 2022-11-04 | $0.1980 | 0.53% |
| 2023-02-03 | $0.2280 | 0.63% |
| 2023-05-05 | $0.2280 | 0.88% |
| 2023-08-04 | $0.2280 | 0.66% |
| 2023-11-03 | $0.2280 | 0.71% |
| 2024-02-07 | $0.2500 | 0.73% |
| 2024-05-08 | $0.2500 | 0.72% |
| 2024-08-08 | $0.2500 | 0.61% |
| 2024-11-07 | $0.2500 | 0.50% |
| 2025-02-14 | $0.2900 | 0.54% |
| 2025-05-09 | $0.2900 | 0.60% |
| 2025-08-11 | $0.2900 | 0.61% |
| 2025-11-19 | $0.2900 | 0.58% |
| 2026-02-13 | $0.3400 | 0.58% |
| Total | 82 payments |
Portfolio Dividend Returns
Based on $10,000 initial investment, 20% tax rate, 0.2% transaction cost. Showing 2021-04-14 to 2026-04-14. Change
| Date | Total Yield | Tax | Trans. Cost | Shares Bought |
|---|---|---|---|---|
| 2021-05-07 | $73.80 | $14.76 | $0.12 | 2.2011 |
| 2021-08-06 | $74.20 | $14.84 | $0.12 | 2.1059 |
| 2021-11-05 | $74.58 | $14.92 | $0.12 | 1.9503 |
| 2022-02-04 | $82.42 | $16.49 | $0.13 | 1.9637 |
| 2022-05-06 | $82.81 | $16.56 | $0.13 | 1.8917 |
| 2022-08-05 | $83.18 | $16.64 | $0.13 | 2.0016 |
| 2022-11-04 | $83.58 | $16.71 | $0.13 | 1.7216 |
| 2023-02-03 | $96.64 | $19.33 | $0.15 | 2.1219 |
| 2023-05-05 | $97.12 | $19.43 | $0.15 | 2.9800 |
| 2023-08-04 | $97.80 | $19.56 | $0.16 | 2.3047 |
| 2023-11-03 | $98.33 | $19.67 | $0.16 | 2.3788 |
| 2024-02-07 | $108.41 | $21.68 | $0.17 | 2.5929 |
| 2024-05-08 | $109.05 | $21.81 | $0.17 | 2.5027 |
| 2024-08-08 | $109.68 | $21.93 | $0.17 | 2.1332 |
| 2024-11-07 | $110.21 | $22.04 | $0.18 | 1.8286 |
| 2025-02-14 | $128.38 | $25.68 | $0.21 | 1.9427 |
| 2025-05-09 | $128.94 | $25.79 | $0.21 | 2.1637 |
| 2025-08-11 | $129.57 | $25.91 | $0.21 | 2.1875 |
| 2025-11-19 | $130.20 | $26.04 | $0.21 | 2.0874 |
| 2026-02-13 | $153.36 | $30.67 | $0.24 | 2.0981 |
| Total | $2052.25 | $410.45 | $3.28 | 43.1582 |
All calculations use split-adjusted closing prices. Dividends are reinvested on the ex-dividend date at that day's closing price.
For each rolling window, returns are calculated at every possible starting point:
return = (value[i] ÷ value[i − windowSize] − 1) × 100
- Windows
- 1-month = 21 trading days, 1-year = 252 trading days, 3-year = 756 trading days.
- Statistics
- Average: arithmetic mean. Median: middle value when sorted. Best / Worst: max and min. % Positive: share of windows with return > 0.
The series is segmented by calendar year:
return = (endValue ÷ startValue − 1) × 100
startValue is the last value of the prior year (or the first value for the initial year). Partial first/last years are flagged. Dividends, taxes, and transaction costs are scaled proportionally to the initial investment.